Williams Wealth Management Group, Inc.
● SEC registered since 2024CRD 147341SEC# 801-130487Bradenton, FL
Reg. AUM
$161M
Employees
1
Accounts
842
Location
Bradenton, FL
Williams Wealth Management Group, Inc. assets under management
Williams Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Bradenton, FL. The firm has been registered since 2024. It reports $161 million in regulatory assets under management and employs 1 people.
Williams Wealth Management Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Ryan Williams Control | President & Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Williams Wealth Management Group, Inc. manage?
Williams Wealth Management Group, Inc. reports $161 million in regulatory assets under management on its Form ADV.
How many employees does Williams Wealth Management Group, Inc. have?
Williams Wealth Management Group, Inc. reports 1 employees.
Where is Williams Wealth Management Group, Inc. located?
Williams Wealth Management Group, Inc. is based in Bradenton, FL and has been SEC-registered since 2024.
Does Williams Wealth Management Group, Inc. disclose fund performance?
Williams Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2328 Manatee Avenue West, Bradenton, FL 34205 |
| Phone | 941-756-4500 |
| Fax | 941-756-4544 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$161M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$161Mregulatory AUM
Discretionary $161M